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Key Responsibilities:Conduct detailed consultations during home visits to assess clients' unique needs and preferences for estate planning.Provide expert guidance on the legal aspects of will creation, addressing any questions or concerns with clarity.Collaborate with legal teams to stay updated on current estate planning regulations.Maintain thorough records of client information and legal documentation.Assist with online wills and services as needed.Deliver exceptional customer service by offering ongoing support and addressing post-visit inquiries.Stay updated on industry trends and best practices to enhance service delivery.Who You Are:Comfortable working remotely and conducting home visits.Possess a valid UK driving license and a willingness to travel within your local area.Demonstrated ability to provide compassionate and personalized service to clients.
About the job
Join our dynamic team as an Estate Planning Consultant!
At Octopus Legacy, we are one of the UK's fastest-growing tech companies, dedicated to revolutionizing the estate planning industry. Our mission is to support our clients in preparing for the future and navigating the complexities of after-death planning with compassion and professionalism.
As an Estate Planning Consultant, you will conduct home visits to guide clients through the process of drafting and creating wills. You’ll engage in detailed discussions to understand their unique needs and explain how wills, trusts, and lasting powers of attorney can protect their estate and loved ones.
Are you ready to make a difference in people's lives? We are looking for a passionate and skilled individual who excels in delivering tailored advice and support to clients.
About Octopus Legacy
Octopus Legacy is part of a prestigious group of tech companies committed to transforming the estate planning landscape. With our focus on innovation and customer care, we strive to become a household name in the industry, supporting individuals and families in their most vulnerable times.
Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.
Unlock Your Potential
Generate Job-Optimized Resume
One Click And Our AI Optimizes Your Resume to Match The Job Description.
Is Your Resume Optimized For This Role?
Find Out If You're Highlighting The Right Skills And Fix What's Missing
Experience Level
Experience
Qualifications
Key Responsibilities:Conduct detailed consultations during home visits to assess clients' unique needs and preferences for estate planning.Provide expert guidance on the legal aspects of will creation, addressing any questions or concerns with clarity.Collaborate with legal teams to stay updated on current estate planning regulations.Maintain thorough records of client information and legal documentation.Assist with online wills and services as needed.Deliver exceptional customer service by offering ongoing support and addressing post-visit inquiries.Stay updated on industry trends and best practices to enhance service delivery.Who You Are:Comfortable working remotely and conducting home visits.Possess a valid UK driving license and a willingness to travel within your local area.Demonstrated ability to provide compassionate and personalized service to clients.
About the job
Join our dynamic team as an Estate Planning Consultant!
At Octopus Legacy, we are one of the UK's fastest-growing tech companies, dedicated to revolutionizing the estate planning industry. Our mission is to support our clients in preparing for the future and navigating the complexities of after-death planning with compassion and professionalism.
As an Estate Planning Consultant, you will conduct home visits to guide clients through the process of drafting and creating wills. You’ll engage in detailed discussions to understand their unique needs and explain how wills, trusts, and lasting powers of attorney can protect their estate and loved ones.
Are you ready to make a difference in people's lives? We are looking for a passionate and skilled individual who excels in delivering tailored advice and support to clients.
About Octopus Legacy
Octopus Legacy is part of a prestigious group of tech companies committed to transforming the estate planning landscape. With our focus on innovation and customer care, we strive to become a household name in the industry, supporting individuals and families in their most vulnerable times.